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Visa
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Overview Fund Activity

1,578 hedge funds and large institutions have $130B invested in Visa in 2016 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 610 increasing their positions, 665 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,578
Holders Change
+44
Holders Change %
+2.87%
% of All Funds
42.17%
Holding in Top 10
219
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-3.95%
% of All Funds
5.85%
New
118
Increased
610
Reduced
665
Closed
57
Calls
$2.08B
Puts
$958M
Net Calls
+$1.13B
Net Calls Change
+$1.13B

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$328M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$159M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
4
Capital International Investors
Capital International Investors
California
+$112M
5
CG
Carmignac Gestion
France
+$105M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$2.66B
2
Capital World Investors
Capital World Investors
California
-$546M
3
LPU
Lansdowne Partners (UK)
United Kingdom
-$498M
4
ECU
Egerton Capital (UK)
United Kingdom
-$497M
5
Sands Capital Management
Sands Capital Management
Virginia
-$204M
Name Holding Trade Value Shares
Change 		Shares
Change %
EM
1226
Excalibur Management
Massachusetts
$622K +$59.1K +797 +10%
MFW
1227
Meristem Family Wealth
Minnesota
$619K +$22.3K +301 +4%
SCA
1228
Salient Capital Advisors
Texas
$618K -$249K -3,351 -29%
AA
1229
ALPS Advisors
Colorado
$618K +$138K +1,865 +29%
TCM
1230
Traynor Capital Management
Pennsylvania
$611K +$37.4K +501 +7%
CDH
1231
Charles D. Hyman
$610K +$6K +81 +1%
PCMM
1232
Private Capital Management (Minnesota)
Minnesota
$608K -$111K -1,500 -15%
SC
1233
Savant Capital
Illinois
$608K +$69.3K +935 +13%
LJAC
1234
L.J. Altfest & Co
New York
$608K +$608K +8,193 New
LIC
1235
Lodestar Investment Counsel
Illinois
$605K -$11.1K -149 -2%
CWM
1236
Confluence Wealth Management
Oregon
$604K +$25.3K +341 +4%
BCM
1237
Brookstone Capital Management
Illinois
$603K -$890 -12 -0.1%
BSW
1238
Buckingham Strategic Wealth
Missouri
$598K -$411K -5,537 -41%
TCOV
1239
Trust Company of Vermont
Vermont
$596K +$295K +3,969 +98%
FHC
1240
First Heartland Consultants
Missouri
$594K +$375K +5,061 +172%
RMAM
1241
Raab & Moskowitz Asset Management
New Jersey
$593K +$26.7K +361 +5%
TYCC
1242
Texas Yale Capital Corp
Florida
$591K -$6.83K -92 -1%
KP
1243
Keel Point
Alabama
$591K +$131K +1,760 +28%
CAG
1244
Crestwood Advisors Group
Massachusetts
$590K -$7.42K -100 -1%
MPI
1245
Mairs & Power Inc
Minnesota
$586K -$11.5K -155 -2%
VFS
1246
VSR Financial Services
Kansas
$581K +$140K +1,884 +32%
GWM
1247
Geneos Wealth Management
Colorado
$577K +$89.6K +1,204 +18%
JCM
1248
Jacobi Capital Management
Pennsylvania
$577K +$577K +7,788 New
FMWA
1249
Forvis Mazars Wealth Advisors
Missouri
$575K -$106K -1,435 -16%
PMFA
1250
Plante Moran Financial Advisors
Michigan
$572K -$1.41K -19 -0.2%
48 49
50
51 52